SignatureFD:
A Leading Atlanta, GA Independent Advisor
Recently Released!!!
Date Published: November 16, 2022
Summary PowerPoint Deck: 25 Slides
Reference PowerPoint Deck: 42 Slides
SignatureFD was founded as F&D Advisors by David Fisher, Doug Liptak, & Jeff Peller in 1997. The firm is based in Atlanta, GA. SignatureFD has two offices, 96 employees, 39 financial advisors, 1,500 clients, 7,954 accounts, & $6.9 billion assets under management. SignatureFD is led by its CEO Heather Fortner. SignatureFD is privately owned. Its web site can be found at www.signaturefd.com
This research addresses the key historical phases of SignatureFD, including:
Its profile includes detailed outlines of its core services, including:
Date Published: November 16, 2022
Summary PowerPoint Deck: 25 Slides
Reference PowerPoint Deck: 42 Slides
SignatureFD was founded as F&D Advisors by David Fisher, Doug Liptak, & Jeff Peller in 1997. The firm is based in Atlanta, GA. SignatureFD has two offices, 96 employees, 39 financial advisors, 1,500 clients, 7,954 accounts, & $6.9 billion assets under management. SignatureFD is led by its CEO Heather Fortner. SignatureFD is privately owned. Its web site can be found at www.signaturefd.com
This research addresses the key historical phases of SignatureFD, including:
- Early Phase
- Staffing Phase
- Heather Fortner Phase
Its profile includes detailed outlines of its core services, including:
- Signature Exec
- Signature Generosity
- Signature Health
- Signature Law
- Signature Women
- Signature Entrepreneur
- Signature Pro
- Signature Veterinary
And its profile concludes with the highlights of its organizational structure & ownership.
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Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:
Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
